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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
876
Jeppson Wealth Management
California
$339K -$48K -1,801 -12%
PK
877
Pflug Koory
Nebraska
$337K – – –
SSB
878
Sandy Spring Bank
Maryland
$337K – – –
AAS
879
Ameritas Advisory Services
Nebraska
$336K -$463K -17,364 -58%
SWM
880
Silverlake Wealth Management
Vermont
$336K +$27 +1 +0%
FFA
881
Founders Financial Alliance
North Carolina
$336K +$14.7K +550 +5%
GFS
882
GYL Financial Synergies
Connecticut
$335K +$1.41K +53 +0.4%
PTC
883
Private Trust Company
Ohio
$334K +$82.5K +3,096 +32%
RHP
884
Royal Harbor Partners
Texas
$334K – – –
SW
885
SkyOak Wealth
Michigan
$334K -$10.7K -400 -3%
OA
886
Operose Advisors
Wisconsin
$334K – – –
PSCM
887
Per Stirling Capital Management
Texas
$333K +$320 +12 +0.1%
WEG
888
World Equity Group
Illinois
$332K +$5.38K +202 +2%
WT
889
Washington Trust
Rhode Island
$332K – – –
AAP
890
Arax Advisory Partners
Colorado
$330K -$11.7K -439 -3%
FBT
891
First Bankers Trust
Kentucky
$330K -$18.3K -688 -5%
BC
892
Burney Company
Virginia
$329K +$6.66K +250 +2%
SAM
893
Summit Asset Management
Tennessee
$328K +$75.4K +2,831 +29%
MCM
894
MV Capital Management
Maryland
$325K – – –
ABLA
895
Alan B. Lancz & Associates
Ohio
$324K – – –
OWA
896
Outlook Wealth Advisors
Texas
$324K – – –
TFA
897
Toth Financial Advisory
Virginia
$324K +$879 +33 +0.3%
LFGO
898
Legacy Financial Group (Oklahoma)
Oklahoma
$321K +$12K +450 +4%
SB
899
Strategic Blueprint
Georgia
$320K +$105K +3,945 +48%
HC
900
Hara Capital
Washington
$319K +$323K +12,125 New
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